MCI Holdings Changes

This page summarizes the MCI holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether MCI is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	9/30/2023 Share Count	12/31/2023 Share Count	Change	% Change
13F Filers Increasing MCI Share Count
Comerica Bank	2,175	5,200	+3,025	+139.08%
Fortis Group Advisors LLC	425	850	+425	+100.00%
Bank of America Corp DE	15,496	24,984	+9,488	+61.23%
Cambridge Investment Research Advisors Inc.	20,687	33,077	+12,390	+59.89%
Atria Wealth Solutions Inc.	69,533	101,703	+32,170	+46.27%
Beacon Pointe Advisors LLC	32,670	46,125	+13,455	+41.18%
RFG Advisory LLC	97,193	122,435	+25,242	+25.97%
GWM Advisors LLC	48,030	58,315	+10,285	+21.41%
Future Financial Wealth Managment LLC	43,611	47,718	+4,107	+9.42%
Montag A & Associates Inc.	12,181	13,268	+1,087	+8.92%
ST Germain D J Co. Inc.	12,801	13,841	+1,040	+8.12%
Raymond James & Associates	21,789	22,782	+993	+4.56%
Invesco Ltd.	174,855	182,079	+7,224	+4.13%
JNB Advisors LLC	21,075	21,547	+472	+2.24%
MML Investors Services LLC	10,092	10,176	+84	+0.83%
Royal Bank of Canada	4,488	4,496	+8	+0.18%
13F Filers Reporting New Positions In MCI
Commerce Bank	0	10,026	+10,026	+100%
Northwestern Mutual Wealth Management Co.	0	1,200	+1,200	+100%
BOK Financial Private Wealth Inc.	0	3,000	+3,000	+100%
Colony Group LLC	0	37,480	+37,480	+100%
Advisory Services Network LLC	0	2,394	+2,394	+100%
13F Filers With Unchanged Share Count
Fiduciary Trust Co.	10,437	10,437	UNCH	0.00%
US Bancorp DE	20,872	20,872	UNCH	0.00%
Huntington National Bank	11,900	11,900	UNCH	0.00%
Vanguard Group Inc.	30,100	30,100	UNCH	0.00%
Caldwell Sutter Capital Inc.	87,614	87,614	UNCH	0.00%
Money Concepts Capital Corp	10,322	10,322	UNCH	0.00%
Proequities Inc.	625	625	UNCH	0.00%
Mercer Global Advisors Inc. ADV	11,500	11,500	UNCH	0.00%
DAVENPORT & Co LLC	23,866	23,866	UNCH	0.00%
Pittenger & Anderson Inc.	2,000	2,000	UNCH	0.00%
Trust Co. of Vermont	888	888	UNCH	0.00%
EverSource Wealth Advisors LLC	49	49	UNCH	0.00%
Steward Partners Investment Advisory LLC	1,425	1,425	UNCH	0.00%
Global Retirement Partners LLC	1,040	1,040	UNCH	0.00%
Ulland Investment Advisors LLC	750	750	UNCH	0.00%
13F Filers Decreasing MCI Share Count
Rivernorth Capital Management LLC	466,279	217,847	-248,432	-53.28%
Wells Fargo & Company MN	10,200	5,142	-5,058	-49.59%
UBS Group AG	198,361	101,614	-96,747	-48.77%
Envestnet Asset Management Inc.	28,611	18,344	-10,267	-35.88%
BHK Investment Advisors LLC	320,751	219,896	-100,855	-31.44%
Advisor Group Holdings Inc.	47,833	38,583	-9,250	-19.34%
Cetera Investment Advisers	20,858	19,341	-1,517	-7.27%
Commonwealth Equity Services LLC	84,401	80,520	-3,881	-4.60%
Dumont & Blake Investment Advisors LLC	49,167	46,990	-2,177	-4.43%
HighTower Advisors LLC	22,185	21,263	-922	-4.16%
Greenwich Investment Management Inc.	84,172	81,207	-2,965	-3.52%
Morgan Stanley	184,566	180,340	-4,226	-2.29%
Sky Investment Group LLC	174,689	171,389	-3,300	-1.89%
Cetera Advisor Networks LLC	19,122	18,827	-295	-1.54%
Stonebridge Capital Advisors LLC	14,735	14,535	-200	-1.36%
Curbstone Financial Management Corp	372,036	367,736	-4,300	-1.16%
TSP Capital Management Group LLC	89,669	89,095	-574	-0.64%
Benjamin F. Edwards & Company Inc.	30,835	30,642	-193	-0.63%
13F Filers Exiting MCI
Consolidated Portfolio Review Corp	10,751	0	-10,751	-100.00%
Armstrong Advisory Group Inc.	1,933	0	-1,933	-100.00%
Cary Street Partners Investment Advisory LLC	600	0	-600	-100.00%
Mariner LLC	17,447	0	-17,447	-100.00%

See Summary: Institutional Holders of MCI
See Details: Top 10 Hedge Funds Holding MCI
Also See: MCI Insider Buying

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